Connect Xero to Ormi
Ormi posts invoices, payments, bills and contacts to Xero as you work, coded to your accounts, tax rates and tracking categories. Payments recorded in Xero come back and mark the Ormi invoice paid, edits made in Xero are flagged instead of overwritten, and a nightly check compares every document with your books.
Xero + Ormi in detail
How to connect Xero to Ormi
Connect Xero
Apps → Xero → Connect Xero. Sign in and authorise the one organisation Ormi should post to.
Map accounts, tax rates and tracking
Choose the accounts and tax rates your work posts to, and the tracking categories (department, location) your reports use.
Bring in your existing contacts
Import your Xero contacts. Ormi matches them to customers you already have and asks you about anything it can't match for certain.
How shops actually use it
Real workflows, not marketing bullets.
- Shops in Australia, New Zealand and the UK keep their Xero bookkeeping
- Shops with a Xero-certified bookkeeper keep that relationship and their reports
- Operators running separate Xero organisations per entity route each service zone to its own books
Xero integration questions
Does Xero get everything QuickBooks does?
Almost. Quotes stay in Ormi until they become invoices, because Xero keeps quotes apart from money owed. Stripe payouts and refunds are reconciled the Xero way, through your bank feed and credit notes, rather than as separate documents.
Does Ormi handle Xero tracking categories?
Yes. Map your tracking categories (department, location) so every line Ormi posts carries them and your reports stay intact.
My Xero login covers several organisations. Which one does Ormi use?
The one you authorise. Ormi asks for a single organisation at connect time, so invoices can never land in the wrong set of books.
Can I connect Xero and QuickBooks at the same time?
Yes, for separate entities. Each service zone routes to its own books, and work outside any zone posts to the one you mark as default.
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